A complete list of active advisors currently associated with Artisan Financial Planning

Warmer can help you find a great advisor at Artisan Financial Planning or one who fits your needs even better.

Artisan Financial Planning is a small, independent advisory firm that serves individuals and families as well as select institutional clients, including employer retirement plan sponsors and charitable organizations. The firm provides investment management, ongoing and project-based financial planning, and employee benefit plan services. Portfolios and plans are tailored to each client’s goals and risk tolerance and may combine passive and active strategies informed by Modern Portfolio Theory; the firm uses fundamental, technical, and cyclical analysis and can incorporate ESG or other values-based screens when requested. Accounts are generally managed on a discretionary basis with periodic (typically quarterly) reviews, and the firm operates under a fiduciary standard. Noteworthy aspects compared with peers include the firm’s provision of educational seminars and financial literacy workshops—explicitly targeted to opera singers and other performing artists—and its acceptance of charitable organization clients, a relatively uncommon client type for similar solo advisers. The firm’s principal also volunteers on a musicians’ pension fund investment committee, indicating hands-on pension-plan experience and a niche connection to the performing-arts community and retirement-plan advising.

To learn more about the advisors currently working at Artisan Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.